Weekly Newsletter

Tax Planning and Financial Decisions
September 22, 2023

RTS #016 – You can’t spend your way to tax savings, but people love to try

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Marginal Tax Rate
September 15, 2023

RTS #015 – What does “marginal” even mean?

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tax refund
September 8, 2023

RTS #014 – Getting a refund doesn’t mean you are winning

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Tax misinformation
September 1, 2023

RTS #013 -Dealing with tax misinformation

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IRS form 8821
August 25, 2023

RTS #012 – What’s all the fuss about IRS form 8821?

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estate taxes
August 18, 2023

RTS #011 – Don’t forget about Estate Taxes

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tax planning delegation
August 11, 2023

RTS #010 – The only way I’ve found to create more time

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inherited IRAs
August 4, 2023

RTS #009 – Do your job! No matter what the IRS says

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Weekly Newsletter

We help financial advisors deliver massive value to their clients through tax planning. Get guidance in navigating the 80,000 pages of the IRS tax code to get to the actions you can take to help your clients and prospects.

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